Extra Data Examples

If you are unsure of what to use Extra Data for, or even if you need to use Extra Data, the best thing to do is to add a few example properties in, work your way through the property form and see what questions and date fields are there already.

If there is anything you need to add you can add it in as Extra Data. Below are a few examples of what you may be using Extra Data for.

Example One

Lets go with an example that you want ask the Vendor Status when you add in a property.

1) Type “Vendor Status” into the Text Column of Dropdown One. I have also ticked that it is “Enabled” and “Add Property”. This means it will ask everyone this question when they add in the property onto Expert Agent.

2) Click on the Edit Items links.

1) I have entered the status items into the box on the Left. I can filter on these at a later date from the Property grid, so I can find all of my Vendors with a status of Hot – No Onward Chain.

2) Each item you add in you need to press Save and then New.

3) Once you have finished select Close.

These items will now be available when you add a property into the system.

You can also see it on the Property Form -> Extra Data tab.

Example Two

Example two is of a text box. Lets say your business does Sales and Lettings, when you mark a Property as Available To Let, a text box will pop up asking for the Sales information.

1) Change the Department Drop Down at the top to the relevant Department.

2) I have typed in "Sales Information" into the text box and select "Enabled" and "Confirm Valuation".

For example, on a Sales property worth £350,000 you might think that it is worth £1000 per calendar month. You can have this information pulling through onto certain letters if you want them.

1) This will then appear on the Confirm a Valuation popup on a Lettings Property, on the Status Tab.

2) Fill the information into the Text Box. This can be merged onto Valuation Follow Up Letters.

Example Three

Example three is of a Date field. So lets say you wanted to make a note of the EPC expiry date. You might have this being asked when you put the property on the Market.

1) This example could be for both departments, if that is the case you would need to do this process twice by choosing the Department Drop Down.

2) Click into the Dates tab.

3) Write the name of the date field into the text box and choose when that appears.

This will then appear on the right hand side of the "On Market" pop up.

Example Four

Example four is of a Number field. This is an example for Lettings and Sales perhaps. If there is a property that has Service Charge, you can have this question being asked when you add the property into the system.

1) Click onto the Numbers tab

2) Type the name of your number field into the text box. I have added (£) into the Text field because the number field will only pick up numbers.

With all of these examples you can keep track of them from the Extra Data tab on the Property form.